Patrick Masi Agent150 South Warner Road, Suite 122King of Prussia, PA 19406P: 215-478-5012F: email@example.com EMAIL PATRICK Patrick is dedicated to alleviating his clients' financial stress, allowing them to spend less time worrying about budgeting and investing, and enabling them to spend more time doing the things they love with the people they love.After working for several years as a health benefits broker with focus on customer care and product knowledge, Patrick opted to take his education in finance and client relations to develop a career with Corio & Associates. Patrick shares the firm's passion for helping people and core philosophy of a "protection-first" mindset, and believes that the key to accomplishing this is through education. He equips his clients not only with financial solutions, but also takes care to explain the "why" behind these solutions, ultimately empowering his clients to make good financial decisions to improve their future.A Temple University Fox School of Business graduate, Patrick lives just north of Philadelphia in Feasterville-Trevose and enjoys spending time with his dog. He is also a fitness lover, frequenting the gym often, and playing regularly in men's soccer, softball, and flag-football leagues. Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Patrick. Name Email Address Phone Question Thank you! Oops! Tools & Resources Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause. Learn More Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Learn More Leveraging Whole Life to Pass on Wealth Using whole life to transfer wealth when it comes to paying estate taxes Learn More Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?” Learn More Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years. Learn More The Power of Compound Interest Learn how to harness the power of compound interest for your investments. Learn More Patrick Masi is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.